Michael Bosi, financial advisor New York NY
93 score

Michael Bosi

CRD Number: 4479145
Current Firm: Voya Investment Management Company LLC

Michael Bosi (CRD# 4479145) is an Investment Advisor Representative working at Voya Investment Management Company LLC in New York, NY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Investment Management Company, LLC New York, NY May 2014 - Current 2
Voya Investment Management Red Bank, NJ Jan 2014 - Current 2
Voya Investments Distributor, LLC Windsor, CT Jan 2014 - Current 2
Ing Investment Management Red Bank, NJ Jan 2014 - May 2014 < 1
Ing Investments Distributor, LLC Red Bank, NJ Jan 2014 - May 2014 < 1
Ing Investment Management Company LLC New York, NY Jan 2014 - May 2014 < 1
New York Life Insurance Company New York, NY Jun 2010 - Dec 2013 3
Alliancebernstein Investment Research And Management, Inc. Secaucus, NJ Jan 2006 - Jun 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Michael A. Bosi
Phone Number: 212-309-8200
Registered State(s):
  • CT
  • NJ
By the Numbers
  • Total Assets Under Management
    87,142
    MILLIONS
  • Total Number of Accounts
    2,322
    ACCOUNTS
  • Average Account Value
    $37,529,048
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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